Privacy policy.

Last Updated: 11/18/2024

At Strath Management LLC (“Strath Management,” “we,” “us,” or “our”), we value your trust and are committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you engage our accounting and tax preparation services.

By using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

Table of Contents

  1. Information We Collect

  2. How We Collect Your Information

  3. Use of Your Information

  4. Disclosure of Your Information

  5. Security of Your Information

  6. Retention of Your Information

  7. Children's Privacy

  8. Your Rights and Choices

  9. International Data Transfers

  10. Changes to This Privacy Policy

  11. Contact Us

1. Information We Collect

We may collect the following types of personal information:

  • Personal Identifiers: Full name, mailing address, email address, telephone number, date of birth, Social Security number, driver's license number, or other government-issued identification numbers.

  • Financial Information: Bank account numbers, credit card numbers, income details, investment information, tax records, employment details, and other financial data necessary for accounting and tax preparation.

  • Dependent Information: Names, dates of birth, Social Security numbers, and other relevant information of your dependents (including minors) required for tax preparation.

  • Communication Data: Records of your communications with us, including emails, phone calls, text messages, and in-person meetings.

  • Usage Data: Information on how you interact with our services, excluding any data collected through our website, as we do not collect website usage data.

  • Other Information: Any additional information you choose to provide to us that is relevant to our services.

2. How We Collect Your Information

We collect personal information directly from you through:

  • Email Correspondence: Information and documents you send via email.

  • Telephone Communication: Details you provide during phone conversations.

  • Text Messaging: Information you provide through SMS or other text messaging services.

  • In-Person Meetings: Information gathered during face-to-face consultations.

  • Physical and Electronic Forms: Data you provide through forms, questionnaires, and other documents.

Please note that we do not collect personal information through our website.

3. Use of Your Information

We use your personal information for the following purposes:

  • Service Delivery: To provide accounting, bookkeeping, tax preparation, and other related services you have requested.

  • Communication: To contact you regarding your accounts, respond to inquiries, and provide customer support.

  • Compliance: To comply with legal obligations, including tax laws, regulatory requirements, and professional standards.

  • Marketing and Promotions: To inform you about new services, updates, or promotions that may be of interest to you.

    Please Note: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

  • Internal Business Purposes: Such as data analysis, audits, fraud monitoring, and improving our services.

4. Disclosure of Your Information

We may share your personal information under the following circumstances:

  • With Service Providers: We may share information with third-party service providers who perform services on our behalf, such as:

    • Accounting and Tax Software Providers: QuickBooks, Gusto.

    • Client Engagement Platforms: Ignition.

    • Productivity and Cloud Storage Services: Google Workspace.

    • Automation Tools: Zapier.

    However, no mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, subpoenas).

  • Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred to the acquiring entity.

  • Professional Advisors: We may share your information with our accountants, auditors, lawyers, and other professional advisors who are bound by confidentiality obligations.

5. Security of Your Information

We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction, including:

  • Encryption: Securing data transmission and storage using industry-standard encryption protocols.

  • Secure Storage: Hosting data on secure servers protected by firewalls and access controls.

  • Access Management: Restricting access to personal information to authorized personnel who need it to perform their job duties.

  • Employee Training: Regularly training our staff on data privacy and security practices.

  • Security Assessments: Conducting regular audits and assessments to identify and mitigate potential vulnerabilities.

Despite our efforts, no security measures are entirely foolproof, and we cannot guarantee absolute security.

6. Retention of Your Information

We retain your personal information for as long as necessary to:

  • Provide the services you have requested.

  • Comply with legal, regulatory, and professional obligations.

  • Resolve disputes and enforce agreements.

We may retain certain information even after you discontinue using our services, as required by law or for legitimate business purposes.

Once your information is no longer needed, we will securely dispose of or anonymize it in accordance with applicable laws and regulations.

7. Children's Privacy

Our services are not directed to individuals under the age of 13. However, we may collect personal information about minors from their parents or legal guardians strictly for the purpose of tax preparation and accounting services. If you are a parent or guardian and believe we have collected information about a minor inappropriately, please contact us to address the issue.

8. Your Rights and Choices

Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections of any inaccuracies.

Data Deletion

You may request the deletion of your personal information, subject to our legal and contractual obligations.

Opt-Out of Marketing Communications

You may opt out of receiving marketing communications from us by following the unsubscribe instructions included in those communications or by contacting us directly at office@strathmanagement.com.

Please Note: Even if you opt out of marketing communications, we may still contact you regarding your account or any services you have requested.

Data Portability

Where applicable, you have the right to receive your personal information in a structured, commonly used, and machine-readable format.

Exercising Your Rights

To exercise any of these rights, please contact us at office@strathmanagement.com. We may need to verify your identity before fulfilling your request.

9. International Data Transfers

All data is stored and processed within the United States. We do not transfer personal information to other countries. If this changes, we will update this Privacy Policy accordingly.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by:

  • Posting the updated policy on our website with a new "Last Updated" date.

  • Sending you an email notification if the changes materially affect how we handle your personal information.

We encourage you to review this Privacy Policy periodically to stay informed about our data practices.

11. Contact Us

If you have any questions, concerns, or comments about this Privacy Policy or our privacy practices, please contact us:

  • Email: office@strathmanagement.com

  • Mail: 222 N Expressway STE 155, Brownsville, TX 78521

  • Phone: +1 (956) 368-1753